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Company: Corps Team Staffing
Title: Controller - Family Office (Ref. #12219)
Areas: TX-Dallas
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Looking to get out of public accounting?  Want to continue to practice and use your tax expertise but do so as a member of a small, collaborative team - without the pressure of a public accounting environment?  This could be the job for YOU!  

Our client is a small family office that supports a large Dallas based family with multiple investments. The office provides services to the family and their related entities including preparation of financial statements and tax returns, tax planning, cash management, assistance with investments, estate planning, oil and gas mineral management and property and casualty insurance.

Job Description:

Accounting/preparation of financial statements, cash flow projections, income tax projections and cash management for multiple entities including individuals, corporations (including S corporations), limited liability entities and trusts. Accounting includes investments in real estate ventures, brokerage accounts (including positions in publicly traded partnerships) and oil and gas royalty interests.  Preparation of information, including trial balance and journal entries as needed, for use in preparation of tax returns.  Preparation of tax returns, using CCH ProSystem fx software, to be reviewed by another CPA.


Required Qualifications:

  • Five years plus experience including experience in public accounting firm
  • Experience in preparing individual, partnership, trust & S corporation tax returns
  • Bachelor’s degree in accounting with CPA preferred
  • Knowledge of commonly used concepts in accounting for real estate ventures, publicly traded partnerships, and brokerage portfolios including sales of investments
  • Experience working with multiple entities
  • Familiarity with Form K-1s and loan calculations
  • Expertise in QuickBooks and Microsoft Office
  • Familiarity with CCH ProSystem fx
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Ability to work independently in quiet office of 7
  • Excellent references

Preferred Qualifications:

  • Prior accounting experience in a family office
  • Familiarity with legal documents including partnership and LLC agreements, leases, note agreements
  • Oil and gas royalty accounting experience
  • Familiarity with property and casualty insurance and life insurance
  • Familiarity with passive loss limitations; tax basis versus book basis for investments
  • Real estate tenant common area maintenance and property tax allocations
  • Employment tax forms and calculations
Type: Direct Hire
Highest Degree Obtained: College Degree (4 year)
Rate: Commensurate with Experience
Field of Expertise: Accounting & Finance
Work Experience: 4-5 Years
Career Level: Staff
Areas: TX-Dallas
Date Published: 3/3/2018
This position is being handled by a Corps Team recruiter. Please apply directly to this position for consideration, and someone from Corps Team will contact you if your experience meets our client's criteria.
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